Alicia Levine

Alicia Levine from BNY Wealth reveals insights on managing $300 billion for clients, market risks, GameStop, rising valuations, and the impact of inflation on the economy. The discussion also covers shifting cash and fixed income investments, housing challenges, and exploring different podcasts for valuable insights.

Alicia Levine, BNY Wealth strategist focused on asset allocation and EM opportunities. Mitchell Green, Lead Edge Capital founder who watches AI CapEx, data-center risk and China tech moves. Keith Lerner, Truist CIO specializing in sector rotation and market technicals. They debate tech’s re-rating, AI CapEx frenzy and data-center power limits, sector rotation into cyclicals and defensives, and emerging market allocation themes.

Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth, shares her insights on equity markets amidst tariff uncertainties. Rick Rieder from BlackRock warns of troubling signs from the bond market that investors should monitor. Eric Cantor discusses how President Trump's policies will shape economic direction in Washington. Meanwhile, United Airlines CEO Scott Kirby highlights the state of the airline industry, navigating challenges from geopolitical tensions and shifting consumer habits.

Thierry Wizman, a seasoned FX and rates strategist at Macquarie Group, brings his expertise to discuss the recent DOJ subpoenas directed at the Federal Reserve. He emphasizes the potential impacts on market reactions and Powell's future on the Fed board. Alicia Levine, the Head of Investment Strategy at BNY Wealth, offers insights into the resilience of equities, highlighting sector leadership beyond the major tech players. They dive into labor dynamics, economic snapshots, and navigate the complexities of tariffs and inflation, painting a comprehensive market outlook.

In this discussion, Peter Navarro, former Director of the Office of Trade and Manufacturing Policy at the White House, shares keen insights on the complexities of trade negotiations, emphasizing the balance between economic goals and national security. Alicia Levine, Head of Investment Strategy at BNY Wealth, provides a compelling outlook for the S&P 500, considering the implications of current trade agreements. Together, they explore how evolving trade relations affect investment strategies and market dynamics.

Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth, shares her insights on the 2025 market outlook and the risks influenced by the Federal Reserve. Jason Furman, an economics professor at Harvard, discusses the potential inflationary impact of President Trump’s second term policies. Meanwhile, Jason Trennert, Chief Investment Strategist at Strategas, explores major market trends, the future of interest rates, and the implications of inflation strategies for investors. A lively discussion on navigating economic uncertainties provides valuable perspectives!

Join Alicia Levine, Head of Investment Strategy at BNY Wealth, as she paints an optimistic picture for the 2026 market with a projected S&P target of 7,600. Win Thin, Chief Economist at Bank of Nassau, provides insights on inflation dynamics and labor market weakness, suggesting modest recession odds. Katy Kaminsky, Chief Research Strategist at AlphaSimplex, analyzes stock trends, emphasizing AI’s role while noting the complexities of rising yields and inflation. Together, they explore the intricacies of the current economic landscape with wit and depth.

Alicia Levine, Head of Investment Strategy at BNY Wealth, predicts a market rally as recent pullbacks clear the way for growth, emphasizing tech shifts and earnings outlooks. Julian Emanuel, Chief Equity Strategist at Evercore ISI, discusses his bullish S&P 7750 target, citing macro conditions and data normalization. Libby Cantrill from PIMCO expresses skepticism about tariff dividend checks while exploring policies aimed at affordability and housing supply. Together, they unpack the current investment landscape and its implications for future markets.

Will Kennedy, Bloomberg reporter covering commodities and the Middle East, brings on-the-ground energy and geopolitical context. Alicia Levine, BNY Wealth equity strategist, offers concise quantitative views on market structure and volatility. They explore commodity price spikes, anticipated market swings, and the timing of coverage in fast-moving energy markets.

Alicia Levine, an equity markets strategist at BNY Wealth, shares insights on using forward earnings to guide investment decisions over the next 12-24 months. She highlights the importance of CapEx monetization in market valuation. Meanwhile, John Mowrey, a portfolio manager at NFJ, presents a bullish outlook on Alibaba's significant cloud and AI investments, likening it to a fusion of Amazon and NVIDIA. He discusses Alibaba’s transition from growth to value, emphasizing its attractive dividends and solid cash position.